XY Planning Brings Betterment Institutional to Next-Gen Clients
A partnership between XY Planning Network and Betterment Institutional, an end-to-end digital solution for RIAs, will provide services to smaller accounts.
AIG Advisor Group Brings Women to the Forefront
New initiative will focus on recruiting female advisors, women who choose to be financial advisors as a first or second career, and administrative staffers.
5 Tips for Working With Wealthy Millennials
A recent Family Office Exchange report makes the case that many wealthy millennials actually want to stay with the family advisor.
Alternative ETFs: Always Know What You’re Buying
Another tip for alt ETF investors from a recent Schwab call: always ask, “Can I store that commodity in my basement?”
The Kids Are Not All Right, Financial Pros Worry
Two recent studies from UBS and Million Dollar Round Table found that millennials are less likely to plan ahead than other generations.
NAPFA Elects Moore Board Chairman for 2015 Term
Current board treasurer Frank Moore will serve as chairman-elect and remain as treasurer until his term begins on Sept. 1.
Why Client Engagement Strategies Fail
Julie Littlechild of Advisor Impact and Spenser Segal of ActiFi discussed several client engagement initiatives that can increase client growth and retention.
A Different Approach to Recruiting: Lincoln Financial Network
“We’re not going to go out and just recruit for purposes of recruiting,” says Chris Flint, head of Advisor & Acquisition Strategies.
House Passes Bill to Make Some Small-Biz Tax Breaks Permanent
Legislation would allow small businesses to deduct up to $500,000 in office equipment.
India, China Luring ETF Investors
Several emerging market ETF experts describe the opportunities for investing in emerging and international markets, like India and China.